Take advantage of the Entity Client Provider -- a client side query engine, to execute queries against a conceptual model of data Microsoft’s Entity framework is an open source ORM framework for ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on ...

As legal practices increasingly adopt generative AI (GenAI) technologies, protecting attorney-client privilege and client confidentiality has become a pressing concern. Recent data reveals that 81 ...